+290.9%
ROIV vs COMP
-52.8%
+343.7%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +7.7% | -1.6% | +5.0% |
| 7D | +3.0% | +9.5% | -6.5% | +1.7% |
| 30D | +6.8% | +8.1% | -1.2% | +5.5% |
| 3M | +10.5% | -16.3% | +26.9% | +12.8% |
| 6M | +34.8% | +42.2% | -7.4% | +26.1% |
| YTD | +76.2% | -5.0% | +81.2% | +73.1% |
| 1Y | +92.4% | +20.1% | +72.3% | +82.4% |
| 3Y | +312.0% | +358.4% | -46.5% | +203.2% |
| 5Y | +388.3% | -21.9% | +410.2% | +277.2% |
| All | +290.9% | -52.8% | +343.7% | +201.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COMP.
Daily Out/Under-Performance
Portfolio return minus COMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COMP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded COMP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling